← Every investor
Virginia Wealth Management Group, Inc. Portfolio
$202.9M across 58 positions as of 2026-09-30, with 35% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+7.0%
-7.4% a year vs the S&P 500
3 years
+11.2%
-10.1% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
6 of 19
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +1.8% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +3.2% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +2.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | -0.2% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +3.7% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +0.8% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | +2.3% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -2.4% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | $9M | 4.4% | 12 |
| JPMJPMorgan Chase & Co | $7.6M | 3.8% | 22,996 |
| CSCOCisco Systems Inc | $7.4M | 3.6% | 68,657 |
| PSXPhillips 66 | $7.2M | 3.5% | 28,153 |
| CVXChevron Corp | $7.2M | 3.5% | 35,168 |
| AAPLApple Inc | $7.1M | 3.5% | 21,297 |
| MSFTMicrosoft Corp | $6.6M | 3.2% | 12,830 |
| KMIKinder Morgan Inc | $6.5M | 3.2% | 213,983 |
| ISHARES TR | $6.4M | 3.2% | 257,513 |
| TGTTarget Corp | $6.3M | 3.1% | 40,475 |
| ISHARES TR | $6.2M | 3.1% | 257,512 |
| ISHARES TR | $6.1M | 3.0% | 253,011 |
| CHUBB LIMITED | $6M | 3.0% | 18,403 |
| ISHARES TR | $5.8M | 2.9% | 257,089 |
| QCOMQualcomm Inc | $5.7M | 2.8% | 30,902 |
| BLKBlackRock Inc | $5.5M | 2.7% | 5,185 |
| ISHARES TR | $5.4M | 2.7% | 257,364 |
| DRIDarden Restaurants Inc | $5.3M | 2.6% | 27,258 |
| ISHARES TR | $5M | 2.5% | 249,782 |
| AMGNAmgen Inc | $5M | 2.4% | 11,748 |
| AFLAflac Inc | $4.8M | 2.3% | 42,506 |
| EMREmerson Electric Co | $4.7M | 2.3% | 30,608 |
| PEPPepsiCo Inc | $4.7M | 2.3% | 37,057 |
| SOSouthern Co | $4.7M | 2.3% | 56,349 |
| DUKDuke Energy Corp | $4.6M | 2.3% | 40,746 |
| BXBlackstone Inc | $4.5M | 2.2% | 40,245 |
| MKLMarkel Group Inc | $4M | 2.0% | 2,358 |
| MAAMid-America Apartment Communities Inc | $4M | 2.0% | 33,964 |
| HSYHershey Co | $3.6M | 1.8% | 23,002 |
| WMTWalmart Inc | $3.6M | 1.8% | 34,288 |
| DDominion Energy Inc | $3.5M | 1.7% | 58,099 |
| STAGSTAG Industrial Inc | $3.4M | 1.7% | 95,873 |
| VZVerizon Communications Inc | $3.4M | 1.7% | 73,149 |
| MCDMcDonald's Corp | $3.2M | 1.6% | 13,865 |
| ORealty Income Corp | $3.1M | 1.5% | 57,746 |
| MEDTRONIC PLC | $3.1M | 1.5% | 35,398 |
| ADIAnalog Devices Inc | $2M | 1.0% | 5,037 |
| HDHome Depot Inc | $1.8M | 0.9% | 6,426 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.6M | 0.8% | 2,033 |
| GOOGLAlphabet Inc | $774.5K | 0.4% | 2,251 |
| ABTAbbott Laboratories | $673.8K | 0.3% | 6,818 |
| LOWLowe's Companies Inc | $673.8K | 0.3% | 3,656 |
| RSPInvesco S&P 500 Equal Weight ETF | $614.2K | 0.3% | 2,952 |
| COSTCostco Wholesale Corp | $579K | 0.3% | 636 |
| NVDANVIDIA Corp | $471.1K | 0.2% | 2,063 |
| ISHARES TR | $430.4K | 0.2% | 6,365 |
| GLDSPDR Gold Shares | $414K | 0.2% | 1,087 |
| GOOGAlphabet Inc | $392.2K | 0.2% | 1,151 |
| ISHARES TR | $391.6K | 0.2% | 5,000 |
| CTASCintas Corp | $390.1K | 0.2% | 2,000 |
| BRK.BBerkshire Hathaway Inc | $265.9K | 0.1% | 534 |
| ABBVAbbVie Inc | $239.4K | 0.1% | 915 |
| GDXVanEck Gold Miners ETF | $223.9K | 0.1% | 2,550 |
| VYMVanguard High Dividend Yield ETF | $223K | 0.1% | 1,437 |
| VIGVanguard Div Appreciation ETF | $212.3K | 0.1% | 910 |
| EFXEquifax Inc | $205.9K | 0.1% | 1,500 |
| TRX GOLD CORPORATION | $90.8K | 0.0% | 75,000 |
| FURY GOLD MINES LIMITED | $37.1K | 0.0% | 70,000 |
Quarter ending 2026-09-30.
Follow Virginia Wealth Management Group, Inc. by email
Virginia Wealth Management Group, Inc.'s new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.